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Personal Lines

Auto Questionnaire

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CMEditor
AUTO QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Auto prospects: AUTO INSURANCE QUESTIONN...

Homeowners Questionnaire

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CMEditor
HOMEOWNERS QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Homeowners prospects: HOMEOWNERS I...

20 Tips For Prospective Agency Buyers

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Before you buy an agency, check out these tips. If you're planning to purchase an agency, these guidelines are essential...

6 Tips For Succeeding As An Insurance Agent

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How do you become an insurance agent? How do you get clients? Do you need to be educated in order to sell insurance? Do you need to know about Instagram Ads? These are all questions that many potential insurance agents have, but they shouldn’t stop them from getting into the industry. With the right attitude and some helpful advice, you can succeed as an insurance agent regardless of your experience or lack thereof. Here are six tips that will get you started on the path toward success as an insurance agent.

8 Ways to save Money on Homeowners Insurance

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ErinCarlson
Homeowners insurance protects your home if it's damaged from a storm, theft, vandalism or other disaster. Save money on your homeowners insurance policy in eight ways.

A Classic Classification Campaign For Csrs

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CMEditor
Suppose a local bedroom community just finished an Insurance Services Office (ISO) public protection classification inspection and was...

A Proven Formula for Personal Lines Sales Success

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This article should challenge your thinking and management style and create new opportunities for you to build more Personal Lines sales. To improve your sales, your staff must change how they see themselves, develop their own reasons for doing what you want them to do, establish strategies to use the skills they already have, and adopt new ways of communicating.

Activating Life Leads

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CMEditor
How is an unorganized pool of data in your files transformed into a systematic stream of active leads for Life production?
You want to avoid the pitfalls that many P/C agents have encountered -- pitfalls that have killed Life-sales operations. To build a successful, positive lead program, it's prudent to identify potential negatives.

Agency Bill Vs. Direct Bill: Avoid Confusion

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CMEditor
Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.

Are You Overwhelmed?

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Jenny Brower, marketing manager, Harbor/Brenn Agencies, Petosky, Michigan, wrote to us recently: 'I like everything I'm doing, but it's overwhelming-HELP!' With Jenny's permission...

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